Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Advisor® Balanced Fund - Class I Mutual Fund in their Schedule of Assets, totaling $745K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | KLOSTERMAN BAKING COMPANY, INC. KLOSTERMAN BAKING COMPANY PROFIT SHARING PLAN | CINCINNATI OH | 969 | $21.1M | $485K |
| 2 | DYNASPLINT SYSTEMS, INC. DYNASPLINT SYSTEMS INC. 401(K) PLAN | SEVERNA PARK MD | 326 | $21.0M | $228K |
| 3 | ALLEN & SHARIFF CORPORATION ALLEN & SHARIFF CORPORATION PROFIT SHARING PLAN |
COLUMBIA MD |
| 86 |
| $13.5M |
| $33K |
